Infrastructure
Investor
Investor
Hong Kong Summit Asia Forum 2019
13 - 14 November 2019,
Hyatt Regency Hong Kong
Asian infrastructure investment's #1 meeting place
The flagship Forum of the Hong Kong Summit, the 7th annual Asia Forum is a must-attend if you are investing in Asian infrastructure or fundraising for global funds from the region’s behemoth LPs.
As regional opportunities see a majority of infrastructure investors growing their regional teams in Asia-Pacific, there has never been a better time than the Asia Forum to demonstrate your unique value-add capabilities and connect with the most influential institutional investors, fund and asset managers, developers, advisors and strategic partners all in one place.
Join more than 300 decision-makers in attendance who year-on-year determine the agenda for Asian infrastructure growth and outbound capital flows from the region’s largest LPs. The 2019 event will be where the future of the asset class’ most promising region for double-figure returns is decided.
The Asia Forum is the cornerstone event of the Hong Kong Summit
3 distinct Forums to enhance your investment and fundraising strategies
Drive your energy transition investment strategy at this second annual forum dedicated to the “biggest investment opportunity of the century”.
Established as the premier infrastructure investment conference in the region, you must be in attendance if you are interested in Asian infrastructure or LP capital.
Discover why LPs in the region are increasingly allocating their capital to infrastructure debt strategies and demonstrate your advantage over the competition to secure your share.
Featured speakers
View the topics and speakers leading the conversation
Agenda
For any enquiries, please contact Andrew Wolff at andrew.w@peimedia.com.
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Agenda
Asia Forum - Wednesday 13th
Day 1
08:00 - 08:50
Registration and coffee
08:50 - 09:00
PEI welcome and chairman’s opening remarks
09:00 - 09:50
Keynote Panel: The Asian investment opportunity
Lubomir Varbanov,
Luca Tonello,
Chris Heathcote,
Dhanpal Jhaveri,
John Jackman
- The Asian infrastructure value proposition – why do GPs find Asia attractive?
- A tale of two Asia’s? Investing in developed vs developing markets
- Regulatory and political risk considerations compared to investing in OECD markets
09:50 - 10:20
Keynote Presentation: : Imagination to Infrastructure
Boe Pahari
10:20 - 10:50
LP Keynote Interview
Eng Seng Ang,
Eduard Fernández
10:50 - 11:20
Networking Coffee Break
11:20 - 11:50
Presentation: Investing in Offshore Wind
Georg Obert
11:50 - 12:35
Panel: Finding value in Mid-Market Infrastructure
Damian Stanley ,
Melannie Pyzik,
Tani Burge,
Jingjing Bai
- How do you define the mid-market and understanding different GPs approaches to the sector?
- Dealflow – which areas will be more prevalent over the next 12 months?
- How competitive is the mid-market becoming?
Damian Stanley
Partner, Head of Asia Infrastructure Equity and Head of Global Airports Group, AMP Capital
Read bio
12:35 - 13:35
Networking Lunch
13:35 - 14:05
Keynote Interview: Building for Tomorrow: Infrastructure Investment in Emerging Markets
Jim Yong Kim,
Daniel Kemp
14:05 - 14:50
Panel: The emergence of digital infrastructure as a key subsector
Abu Bakar Chowdhury,
Wilson Chung,
Marc Ganzi,
Lachmi-Niwas (LN) Sadani
- How does digital fit into the infrastructure investment portfolio?
- Understanding the investment landscape: from fibres to data centres
- The risk return profile of digital infra compared to other infrastructure sectors
14:50 - 15:35
Panel: The rise of direct investment in Asia
Bruce Crane,
Hans-Martin Aerts,
Sandiren Curthan,
John Faye
- What is driving larger LPs from the West to open local offices?
- Where are direct LPs investing in the region?
- Lessons learnt – what have been the challenges for direct investors entering the market?
Hans-Martin Aerts
Managing Director and Head of Infrastructure Investments, Asia Pacific | APG Asset Management Asia
Read bio
15:35 - 16:15
Networking Coffee Break
16:15 - 17:00
Roundtables
Sandiren Curthan,
Chris Heathcote,
Steven Hong,
Lieven Jacquemyn,
Joanne Lee,
Chris Torrens
Spotlight on:
Roundtable 1: Renewables
Roundtable 2: ESG
Roundtable 3: PPPs
Roundtable 4: Asset Management
Roundtable 6: Climate Finance
Roundtable 7: Belt and Road
Roundtable 8: Regulation
Joanne Lee
Responsible Investment Specialist Asia, First Sentier Investors (Hong Kong) Limited
Read bio
17:00 - 18:00
Close of Day One Followed by Cocktail Reception
Agenda
Asia Forum - Thursday 14th
Day 2
08:00 - 08:45
LP Breakfast Briefing (Invitation Only)
08:30 - 09:00
Registration and coffee
09:00 - 09:10
PEI welcome and chairman’s opening remarks
James Wardlaw
09:10 - 09:55
Day 2 Keynote Panel: Building a successful investment portfolio in India
Rahul Agarwal,
Pushkar Kulkarni,
Projesh Banerjea,
Chandra Reddy,
Sharat Goyal
- What are the best strategies to deploy when investing in Indian assets?
- What is the role that private capital can play in India?
- What are the main risks when investing in India projects? How can investors safeguard against the risks posed?
09:55 - 10:40
The role of ESG and diversity in infrastructure investing
Vicki Rigg,
Debra Tan,
Daniel Kemp,
Joanne Lee,
Gwen Colin
- What business factors can ESG activity have a positive impact on?
- Dispelling the myths associated with ESG implementation
- Why diversity matters when selecting a manager
Joanne Lee
Responsible Investment Specialist Asia, First Sentier Investors (Hong Kong) Limited
Read bio
10:40 - 11:10
Presentation: - The Greater Bay Area: world-class infrastructure or unrealised potential?
Ben Simpfendorfer
11:10 - 11:30
Networking Coffee Break
11:30 - 11:45
Presentation: Investor sentiment from Infrastructure Investor’s LP Perspectives Study
Nicole Douglas
Infrastructure Investor’s Research & Analytics team surveyed 150 LPs to capture investor sentiment on asset allocation, relationships with GPs, and performance predictions. Investors range from established players with diverse fund portfolios, to those planning to make their first alternatives commitments in 2020.
- Overview of the 2019 fundraising landscape
- Investor sentiment towards infrastructure strategies
- Factors that will impact infra performance for the year ahead
- Appetite for co-investment, the role of due diligence, ESG, other macroeconomic factors
11:45 - 12:35
Panel: Understanding the APAC LP
Jake Lee,
Dennis Chan,
Nicole Connolly,
Nicole Douglas
- What’s driving APAC LP investment into infrastructure?
- Understanding the diverse investment appetites and strategies of APAC LPs
- Advice for successful fundraising in the region, what do GPS need to know?
Dennis Chan
Head of Infrastructure, Managing Director, China Ping An Insurance Overseas (Holdings)
Read bio
12:35 - 14:00
Networking Lunch
Hans-Martin Aerts
Managing Director and Head of Infrastructure Investments, Asia Pacific | APG Asset Management Asia
Hans-Martin Aerts is a Managing Director and Head of Infrastructure Investments, Asia Pacific at APG Asset Management, one of the largest pension fund asset managers in the world with assets under management of approximately €500 billion (as at April… Read full bio
Rahul Agarwal
Senior Assistant Vice President, Invest India
Rahul Agarwal has a decade of experience in Infrastructure Financing policy & Corporate Strategy. Rahul Agarwal is the Senior Assistant Vice President in Invest India, the Official Investment Promotion Agency of India. At Invest India, Rahul heads th… Read full bio
Eng Seng Ang
Chief Investment Officer, Infrastructure | GIC
Mr Ang Eng Seng is GIC’s Chief Investment Officer for Infrastructure and Adviser to the Integrated Strategies Group (ISG). Before this, he was President of Europe and Head of ISG. Prior to joining GIC in 1994, Mr Ang was a Director of the Auditor-Gen… Read full bio
Jingjing Bai
Senior Advisor, Bfinance
Jingjing Bai is a Senior Advisor to bfinance since 2019, based in Hong Kong, and is responsible for multiple private markets fund selection projects in excess of 4 billion USD. In the recent years, Jingjing led several global alternative investment p… Read full bio
Projesh Banerjea
Portfolio Manager, Abu Dhabi Investment Authority (ADIA)
Projesh is a Portfolio Manager at ADIA where he works across the energy, transport, and utilities sectors globally and leads the Infrastructure Division’s India coverage efforts. Prior to joining ADIA, he worked at Macquarie Capital in London and JPM… Read full bio
Tani Burge
Director and Head of Investor Relations, Alinda Capital Partners
Tani Burge is a Director at Alinda Capital Partners based in the London office. She is Head of Investor Relations and her primary responsibility is developing LP relationships, managing co-investor partnerships, syndication strategies for transaction… Read full bio
Dennis Chan
Head of Infrastructure, Managing Director, China Ping An Insurance Overseas (Holdings)
Dennis Chan, managing director, head of global infrastructure investment in China Ping An Insurance Overseas (Holdings) Limited. Mr. Chan has more than 20 years of experience in infrastructure & real asset investment, corporate finance and corpor… Read full bio
Abu Bakar Chowdhury
Managing Director, ASMA Capital
Mr. Chowdhury is the Managing Director and Chief Financial Officer at ASMA Capital Partners B.S.C. (c). He is a member of the Management Committee and, alongside his role within the investment decision making process, is responsible for the finance f… Read full bio
Wilson Chung
Principal, Digital Colony
Wilson Chung is a Principal at Digital Colony. Mr. Chung is based in Singapore and focuses on identifying and evaluating Asia Pacific investment opportunities. Prior to joining Digital Colony, Mr. Chung was most recently a Senior Vice President in th… Read full bio
Gwen Colin
Independent Advisor in Sustainable Finance, G Capital Asia
Gwen is an independent advisor for PE/Infra funds looking to develop their sustainable projects in Asia. She was until recently supporting the development of a consulting company expert in energy transition and sustainable finance, in Europe/APAC wit… Read full bio
Nicole Connolly
Chief Executive Officer and Founder, IPIF Management
Nicole has worked in the superannuation and funds management industry for more than 20 years. Prior to establishing IPIF, Nicole was Director of Alternative Assets at Russell Investments and Head of Alternative Investments at Telstra Super, one of Au… Read full bio
Bruce Crane
Managing Director, Infrastructure & Natural Resources, OTPP
Bruce Crane leads Ontario Teachers’ infrastructure investing activities across Asia-Pacific and currently serves on the boards of Sydney Desalination Plant and India’s National Investment and Infrastructure Fund. Bruce joined Ontario Teachers’ in 202… Read full bio
Sandiren Curthan
Senior Director, Infrastructure Investments, PSP Investments
Sandiren Curthan is a Senior Director, Infrastructure Investments, at the Public Sector Pension Investment Board (PSP Investments), one of Canada’s largest pension investment managers. He is involved in the origination, execution and asset management… Read full bio
Nicole Douglas
Head of Investor Research, PEI
Nicole Douglas is the Head of Investor Research for PEI’s Research & Analytics department. Based in London but working across the company’s offices and products, she oversees researched content, studies, and projects on investors globally. She is… Read full bio
John Faye
Senior Director, Infrastructure, CDPQ Singapore
John Faye is Senior Director, Infrastructure, Asia Pacific, based in CDPQ’s Singapore office. In his role, he is responsible for the sourcing and execution of infrastructure investments in Asia. Mr. Faye has 20 years of experience in global infrastru… Read full bio
Eduard Fernández
Reporter, Infrastructure Investor
Eduard Fernández is a reporter with Infrastructure Investor based in Hong Kong. Previously, he worked as the correspondent in China for several Spanish media outlets, and as news editor for China´s public television network, CCTV. Some of his article… Read full bio
Marc Ganzi
President and Chief Executive Officer, Colony Capital
Marc C. Ganzi is President and Chief Executive Officer of Colony Capital, Inc. (NYSE: CLNY). Prior to becoming President and Chief Executive Officer of Colony Capital & Chief Executive Officer of Digital Colony, Mr. Ganzi founded and served as Ch… Read full bio
Sharat Goyal
Managing Director and Head, India, AMP Capital
Mr Goyal has been with AMP Capital since 2011. He has over 20 years’ experience in investing, investment banking and debt/ mezzanine financing in the infrastructure sector. He has worked with public financial institutions, advisory firms and private… Read full bio
Chris Heathcote
Consultant, Ostium Consulting
Chris Heathcote is an independent consultant working for a number of clients in the infrastructure and real estate development sectors. Most recently he was the inaugural CEO of the Global Infrastructure Hub, a G20 organisation, which he lead between… Read full bio
Steven Hong
Director, Castalia Advisors
Steven Hong is a Director at Castalia Advisors (Castalia), and has amassed 13 years of experience in infrastructure developed from Government, PwC, and most recently the Global Infrastructure Hub. During this time, he has worked on projects across an… Read full bio
John Jackman
Managing Director, Stonepeak Infrastructure Partners
John is a Managing Director at Stonepeak Infrastructure Partners. Prior to joining Stonepeak, John was a Senior Managing Director at Macquarie Capital where he led the Asian infrastructure and renewable principal investment business. John has over 17… Read full bio
Lieven Jacquemyn
International PPP Expert
Lieven Jacquemyn is an internationally experienced project finance professional with a solid track record of originating and transacting a total project value of more than US$3bn as financial advisor and investor. As former council member of the Inte… Read full bio
Dhanpal Jhaveri
Managing Partner, Everstone Capital
Dhanpal Jhaveri is Managing Partner at Everstone Capital, a premier investment group focused on India and South East Asia, with assets in excess of US$5 billion across private equity, real estate, green infrastructure and venture capital. An astute d… Read full bio
Daniel Kemp
APAC Editor, Agri Investor
Daniel Kemp is Superfunds Correspondent for PEI Media’s Infrastructure Investor and Agri Investor. He joined PEI in February 2018 and is based in Sydney. Daniel is an experienced B2B journalist, working for five years prior to joining PEI as Innovati… Read full bio
Jim Yong Kim
Vice Chairman and Partner, Global Infrastructure Partners
Jim Yong Kim M.D., Ph.D., is Vice Chairman and Partner at Global Infrastructure Partners. From July 2012 to February 2019, Kim served as the 12th President of the World Bank Group. Soon after he assumed that position, the organization established two… Read full bio
Pushkar Kulkarni
Managing Director Infrastructure & Sustainable Energies, CPP Investments
Pushkar Kulkarni is an Electronics Engineer with an MBA with over 25 years of experience in the infrastructure sector. His leadership experience has been across the value chain of Infrastructure; Technology, Operations, M&A and finally as an Inve… Read full bio
Jake Lee
Head of Infrastructure, Hyundai Insurance
Jake (Jong Kwan) Lee is Head of Infrastructure, leading domestic and overseas infrastructure investments at Hyundai Insurance based in Seoul, South Korea. Prior to his current position, he helped build overseas Private Equity and Debt investment plat… Read full bio
Joanne Lee
Responsible Investment Specialist Asia, First Sentier Investors (Hong Kong) Limited
Based in Hong Kong, Joanne Lee works on the strategic development and implementation of First Sentier Investor’s (‘FSI’) responsible investment initiatives in Asia with a particular focus on biodiversity. In close collaboration with investment teams… Read full bio
Georg Obert
Managing Director, wpd-invest
Georg Obert is active in the renewable industry since 2004. He successfully closed numerous wind (onshore and offshore) and solar transactions over the course of his professional life. His transactions have a strong focus on Europe, but he was also a… Read full bio
Boe Pahari
Managing Partner, Global Head of Infrastructure Equity, AMP Capital
Boe Pahari, Global Head of Infrastructure Equity, Managing Partner, joined AMP Capital in March 2010 and is responsible for leading AMP Capital’s global infrastructure equity activities. Mr Pahari has over 20 years of experience in the industry havin… Read full bio
Melannie Pyzik
Managing Director, Argo Infrastructure Partners
Melannie holds a senior leadership role at Argo Infrastructure Partners, leading the Investor Solutions business and as a member of the firm’s Investment Committee. Melannie is an experienced investment professional with almost 2 decades of experienc… Read full bio
Lachmi-Niwas (LN) Sadani
Founder and Managing Partner, Lensbridge Capital
LN is Founder and Managing Partner of Lensbridge Capital, a boutique investment and advisory firm which focuses on opportunities in Asia Pacific across a range of sectors including consumer, technology, etc. In this capacity, he also assists Cisco Sy… Read full bio
Ben Simpfendorfer
Founder and Chief Executive Officer, Silk Road Associates
Ben Simpfendorfer is Founder and CEO of Silk Road Associates, a data-driven strategic advisory based in Hong Kong established in 2010. Ben advises Fortune 500 multinationals and leading Chinese firms on their commercial strategies in Greater China, S… Read full bio
Damian Stanley
Partner, Head of Asia Infrastructure Equity and Head of Global Airports Group, AMP Capital
Damian Stanley is a Partner, Head of AMP Capital’s Infrastructure Equity business in Asia and also Head of AMP Capital’s Global Airports Group. Mr. Stanley joined AMP Capital in 2015 and has led key investments including in ESVAGT, Leeds Bradford Air… Read full bio
Debra Tan
Director and Head, China Water Risk (CWR)
Tan heads China Water Risk (CWR), a non-profit think tank that aims to create a world where water and climate risks are embedded in business & finance. She built CWR from an idea into a ‘go-to’ resource on water issues and a leader in the water risk… Read full bio
Luca Tonello
General Manager, Global Structured Finance, Sumitomo Mitsui Banking Corporation
Luca Tonello leads one of Asia’s most respected teams engaged in capital raising and advisory for the infrastructure and energy sectors at SMBC. He oversees a multi-billion dollars Asia focused portfolio with exposure to sustainable energy, power, in… Read full bio
Chris Torrens
Senior Partner, Control Risks
Chris Torrens is a Senior Partner at Control Risks, based in Beijing. He is responsible for growing the company’s outbound China business, managing a team of consultants in Beijing, Shanghai and Hong Kong that advises both state-owned and private Chi… Read full bio
Lubomir Varbanov
Head of New Business, Infrastructure and Natural Resources, Asia Pacific, IFC (International Finance Corporation)
Lubomir Varbanov is Head of New Business for Infrastructure and Natural Resources, Asia Pacific at the International Finance Corporation (IFC). Lubomir has over 20 years of industry and investment experience in emerging and developed markets, and has… Read full bio
James Wardlaw
Partner, Federated Hermes
James has 36 years’ experience in financial markets, both public and private. He joined Federated Hermes Infrastructure just over a year ago as a Partner responsible for investor relations and capital raising. He is a member of the Infrastructure Inv… Read full bio